QuickBooks Online Accountant Collaborating with Clients (Currently Unavailable)

Author: Laura Madeira

Don't miss this informative webinar demonstrating QuickBooks Online Accountant.

Publication Date: February 2017

Designed For
Practicing CPAs, and CPAs in industry responsible for working with clients that use QuickBooks Online edition financial software.

Topics Covered

• The Differences Between the Versions of QuickBooks Online Your Client is Using
• Benefits of QuickBooks Online Accountant and How to Access
• QuickBooks Online Accountant Navigation
• Basics of Working in Your Clients' Files
• Accountant Reports and Report Templates
• QuickBooks Online Resources

Learning Objectives

• Identify the differences in the QuickBooks Online Versions Your Client is Using
• Evaluate the benefits of QuickBooks Online Accountant
• Recognize how to efficiently navigate QuickBooks Online Accountant
• Identify the basics of working in your clients' files
• List the steps to accessing Accountant Report and Report Templates
• Understand available methods to add clients through QuickBooks Online
• Evaluate different features of QuickBooks Online
• Identify the benefits of the ProAdvisor program

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
A basic understanding of QuickBooks Online.

Advance Preparation
None